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Deploying Windows Server 2012 (part 3) - Installing Windows Server 2012 - Performing a clean installation, Performing an upgrade installation, Activation sequence

8/8/2013 3:35:09 PM
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4.6 Performing a clean installation

To perform a clean installation of Windows Server 2012, complete the following steps:

  1. Start the Setup program using one of the following techniques:

    • For a new installation, turn on the computer with the Windows Server 2012 distribution media in the computer’s disc drive, and then press any key when prompted to start Setup from your media. If you are not prompted to boot from the disc drive, you might need to select advanced boot options and then boot from media rather than hard disk, or you might need to change the computer’s firmware settings to allow booting from media.

    • For a clean installation over an existing installation, you can boot from the distribution media, or you can start the computer and log on using an account with administrator privileges. When you insert the Windows Server 2012 distribution media into the computer’s disc drive, Setup should start automatically. If Setup doesn’t start automatically, use File Explorer to access the distribution media and then double-tap or double-click Setup.exe.

    Note

    When you try to install Windows Server 2012 using a DVD, you might find that your computer doesn’t recognize the installation media. If the media is damaged, you’ll need to obtain replacement media. Otherwise, make sure that the DVD drive is configured as a startup device and that you are inserting the media into the appropriate DVD drive.

    TROUBLESHOOTING: Using the Rollback Wizard during setup

    If Windows Setup encounters a problem during installation, you can select the Rollback option on the boot menu to start the Rollback Wizard (x:\sources\rollback.exe). You can use this wizard to subsequently attempt to restore the previous version of Windows. If the Rollback Wizard is successful, the previous version of Windows is completely restored. If the Rollback Wizard is unsuccessful, the server typically is left in an unbootable state and you must either perform a full restore of the previous installation or a clean installation of Windows Server 2012.

  2. If you started the computer using the distribution media, choose your language, time, and currency formats and keyboard layout when prompted. Only one keyboard layout is available during installation. If your keyboard language and the language edition of Windows Server 2012 you are installing are different, you might see unexpected characters as you type. Be sure that you select the correct keyboard language to avoid this. When you are ready to continue with the installation, tap or click Next.

  3. On the next Setup page, note that you have several options:

    • Install Now By tapping or clicking Install Now, you can start the installation.

    • What To Know Before Installing Windows Server 2012 By tapping or clicking What To Know Before Installing Windows Server 2012, you can review helpful information about installing Windows Server 2012.

  4. If you are starting the installation from an existing operating system and are connected to a network or the Internet, choose whether to get updates during the installation. Tap or click either Go Online To Get The Latest Updates For Setup or Do Not Get The Latest Updates For Setup.

  5. With volume and enterprise licensed editions of Windows Server 2012, you might not need to provide a product key during installation of the operating system. With retail editions, however, you’ll be prompted to enter a product key, and then tap or click Next to continue. Keep the following in mind:

    • When entering the product key, be sure to enter a key for the server edition you want to install. You don’t need to worry about using the correct letter case or entering dashes. Setup enters all letters you type in uppercase. When a dash is needed, Setup enters the dash automatically.

    • On the Type Your Product Key For Activation page, the Next button is available for tapping or clicking only when the Product Key box is empty or when you’ve entered all 25 of the required characters. If you want to enter a product key, you must type the full product key before the Next button is available for tapping or clicking. If you don’t want to enter a product key at this time, leave the Product Key box blank and then tap or click Next.

    • The Activate Windows When I’m Online check box is selected by default to automatically activate the operating system the next time you connect to the Internet. Windows Server 2012 must be activated within the first 30 days after installation. If you don’t activate Windows Server 2012 in the allotted time, you see an error stating “Your activation period has expired” or that you have a “non-genuine version of Windows Server 2012 installed.” Windows Server 2012 will then run in a reduced functionality mode. You need to activate and validate Windows Server 2012 as necessary to resume full functionality mode.

  6. If you enter an invalid product key, Setup will continue to display the Type Your Product Key For Activation page. To let you know there’s a problem with the product key, Setup displays the following warning in the lower portion of the page: “Your product key cannot be validated. Review your product key and make sure you have entered it correctly.” Before you can continue, you need to change the product key so that it exactly matches the product key sticker. If you don’t see the discrepancy causing the problem, you might want to delete the previously entered product key and then retype the product key. After you re-enter the product key, tap or click Next to continue. As long as you enter a valid product key, you’ll continue to the next page. Otherwise, you have to repeat this step.

  7. If you did not enter a product key, you’ll then see the warning prompt, asking whether you want to enter a product key at this time. If you tap or click Yes, you’ll return to the Type Your Product Key For Activation page. If you tap or click No, you’ll be allowed to continue with the installation without entering a product key.

  8. You need to choose whether to perform a Server With A GUI installation or a Server Core installation. If you selected to continue without entering a product key, you’ll next need to select the edition of Windows Server 2012 to install as well. Although Setup will allow you to choose any edition, it is important to choose the edition that you purchased. If you choose the wrong edition, you will need to purchase that edition or reinstall the correct edition.

    Note

    If you enter a product key and the server edition you want to install is not listed, tap or click the Back arrow and enter the correct product key for that server edition. Keep in mind that you can continue without entering a product key and this will allow you to choose any available edition. However, if you choose the wrong edition, you will need to purchase that edition, reinstall the correct edition, or upgrade to the correct edition.

  9. The license terms for Windows Server 2012 have changed from previous releases of Windows. When prompted, review the license terms. Select the I Accept The License Terms check box, and then tap or click Next.

  10. On the Which Type Of Installation Do You Want page, you need to select the type of installation you want Setup to perform. Because you are performing a clean installation to completely replace an existing installation or configure a new computer, select Custom (Advanced) as the installation type. If you started Setup from the boot prompt rather than from within Windows itself, the upgrade option is disabled. To upgrade rather than perform a clean install, you need to restart the computer and boot the currently installed operating system. After you log on, you then need to start the installation.

  11. On the Where Do You Want To Install Windows page, you need to select the disk or disk and partition on which you want to install the operating system. Windows Server 2012 requires between 10 and 40 GBs of disk space for installation. Keep the following in mind:

    • When a computer has a single hard disk with a single partition encompassing the whole disk, the whole disk partition is selected by default and you can tap or click Next to choose this as the install location. 

    • When a computer has multiple disks or a single disk with multiple partitions, you need to either select an existing partition to use for installing the operating system or create one. 

    • You might see a warning message stating “This computer’s hardware may not support booting to this disk.” This can occur if the disk has not been initialized for use or if the firmware of the computer does not support starting the operating system from the selected disk. To resolve this problem, create one or more partitions on all the hard disks that are not initialized.

    • You cannot select or format a hard-disk partition that uses FAT or FAT32 or has other incompatible settings. To work around this issue, you might want to convert the partition to NTFS. Because the inability to select a disk or partition could also be due to a problem with the drivers for the hard disk, you might need to install the device drivers required by a hard disk.

    • When working with this page, you can access a command prompt to perform any necessary preinstallation tasks, to forcibly remove a disk partition that is locked, or to load device drivers to support hard disks that aren’t listed as available but should be available.

  12. If the partition you selected contains a previous Windows installation, Setup provides a prompt stating that existing user and application settings will be moved to a folder named Windows.old and that you must copy these settings to the new installation to use them. Tap or click OK.

  13. Tap or click Next. Setup starts the installation of the operating system. During this procedure, Setup copies the full disk image of Windows Server 2012 to the location you selected and then expands it. Afterward, Setup installs features based on the computer’s configuration and detected hardware. This process requires several automatic restarts. When Setup finishes the installation, the operating system will be loaded and you’ll see the logon screen. After you enter and confirm a password for the administrator account, you can log on.

  14. Perform initial configuration tasks using Server Manager, such as setting the computer name and administrator password.

Use a strong password for the Administrator account

A strong password uses a combination of uppercase letters, lowercase letters, numbers, and special characters. If your administrator password does not meet the Windows Server criteria for strong passwords, a dialog box explaining the criteria for the administrator password appears and you are given the opportunity to change the password or continue with it as is. The use of a strong password for the Administrator account is a security step well worth taking. Weak passwords remain one of the more significant ways that the security of a Windows network is compromised, yet they are one of the easiest problems to fix.

4.7 Performing an upgrade installation

Although Windows Server 2012 provides an upgrade option during installation, an upgrade with Windows Server 2012 might not be your best option. Why? Not every Windows role, role service, feature, or application can be upgraded. When you start an upgrade, Setup performs compatibility checks to verify that all of the components and applications installed on the computer can be upgraded. Identified issues are shown in a compatibility report.

The compatibility report will notify you about identified problems and might include guidance on what you need to do before upgrading the server. If there are incompatible components and applications installed, you should stop the upgrade and take any required, corrective actions before continuing with the upgrade. Keep in mind that Setup might not identify every compatibility issue and there might still be unidentified issues that need to be resolved. Additionally, keep in mind that any files that an application cannot locate after the upgrade process might have been moved to the temporary storage directory (%SystemDrive%\$WINDOWS.~Q). Because of the challenges presented with upgrading a server, it often is more efficient to migrate services and applications a server is hosting to other servers and then perform a clean installation.

The steps you perform for an upgrade installation of Windows Server 2012 are nearly identical to those you follow for a clean installation. The key difference is that in step 10, you need to select the installation type as Upgrade. If you started Setup from the boot prompt rather than from within Windows itself, the upgrade option is disabled. To upgrade rather than perform a clean install, you need to restart the computer and boot the currently installed operating system. After you log on, you then need to start the installation.

Because you are upgrading the operating system, you do not need to choose an installation location. During this process, Setup copies the full disk image of Windows Server 2012 to the system disk. Afterward, Setup installs features based on the computer’s configuration and detected hardware. When Setup finishes the installation, the operating system will be loaded and you can complete the installation.

When Setup finishes the installation, the operating system will be loaded and you’ll see the logon screen. After you log on, you can perform initial configuration tasks.

4.8 Activation sequence

After you install Windows Server 2012, you should configure TCP/IP networking . If the type of licensing you are using requires product activation after installation, you have 10 days to complete online activation. If you don’t, the evaluation period begins and runs for 180 days. During the evaluation period, a notification is displayed on the desktop telling you the number of days remaining in the evaluation period (except in Windows Server 2012 Essentials). You can also run slmgr.vbs /dlv from an elevated command prompt to see the time remaining.

You have several activation options, including activating over the Internet, by telephones, and various automated activation techniques.

TROUBLESHOOTING: Identifying an elapsed evaluation period

During the evaluation period, the server is fully functional but cannot be booted to Safe Mode. When the evaluation period elapses, a warning appears on the desktop stating the Windows license is expired. When you log on to Windows, you are prompted to activate Windows. If you don’t activate Windows, the server will shut itself down every hour and the only updates that will be applied are security updates.

INSIDE OUT: Converting an evaluation license to a retail license

The evaluation period is different from installing an evaluation version of Windows. When you install an evaluation version of Windows, you also have an evaluation period of 180 days. When that time elapses, you must re-install the server with another evaluation product or convert the license to a retail license. You can convert Windows Server 2012 Essentials to the full retail version by entering a retail, volume license, or OEM key using the command slmgr.vbs.

For other editions, note the current edition or type the following command at an elevated prompt to determine the edition name: DISM /online /Get-CurrentEdition. Next, at an elevated prompt, type DISM /online /Set-Edition: EditionId /ProductKey: ProdKey /AcceptEula, where EditionId is either ServerStandard or ServerDataCenter and ProdKey is the full product key including any dashes. The server will restart twice. Although you cannot convert a domain controller to a retail license, you can install an additional domain controller and assign any roles to this server and then demote the server so that it can be converted.

Activate Windows over the Internet

Although volume-licensed versions of Windows Server 2012 might not require activation or product keys, retail versions of Windows Server 2012 require both activation and product keys. You can determine whether Windows Server 2012 has been activated in Control Panel. To do this, perform the following steps:

  1. In Control Panel, tap or click System And Security, and then tap or click System.

  2. On the System page, read the Windows Activation entry. This entry specifies whether you have activated the operating system.

  3. If Windows Server 2012 has not been activated and you are connected to the Internet, select View Details In Windows Activation and then tap or click Activate.

The computer then checks its Internet connection and attempts to activate the operating system. If this process fails, you need to resolve any issues that are preventing your computer from connecting to the Internet and then tap or click Activate again.

Activate Windows by telephone

With activation over the telephone, you can go straight to product activation by performing the following steps:

  1. In Control Panel, tap or click System And Security, and then tap or click System.

  2. If Windows Server 2012 has not been activated, select View Details In Windows Activation.

  3. In the Windows Activation dialog box, tap or click Show Me Other Ways To Activate and then tap or click Use The Automated Phone System.

  4. Select a geographic or country/region location and then tap or click Next to obtain a telephone number for your area. You will also get an installation ID, which is a very long string of numbers that you will need to enter into the automated customer service phone system.

  5. After you call the phone number and give the installation ID, you will get an activation code, which is another long string of numbers that you have to enter on the Activate Windows page before you can continue with the activation.

  6. Tap or click Next and follow the prompts to complete activation.

Using Managed Activation

You also can perform volume activation using Key Management Service (KMS) or Active Directory. Both technologies use a client/server architecture and require that you install the Volume Activation Services role on a server running Windows Server 2012 and then use Volume Activation Tools to enable and configure the technology.

With KMS, you use Volume Activation Tools to install Generic Volume License Keys or KMS client product keys, and you must specifically configure computers for KMS activation. On the other hand, Active Directory–based activation allows you to automatically activate computers using only their domain connection. Any computer running Windows 8 or Windows Server 2012, whether offsite or onsite, can be activated if the computer can join a domain. Activation is performed automatically when a user joins the computer to the domain.

 
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